Civic Intelligence

Barrett & Kashmar LLC DBA Advantage Home Loans

Plan context: Advantage Home Loans 401(K) Retirement Savings Plan

EIN 68-0510684 • Olympia, WA • 7 filings • 3 plans

2413 Pacific Ave SE Ste BOlympia, WA 98501
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$433,535

2009 Contributions

$57,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$541,732$270,866$0200320062008YearValue
$433,535Latest year 2008

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200320062008YearValue
4Latest year 2008

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200910$0$57,000-
Advantage Home Loans 401(K) Retirement Savings Plan-0$0$57,000-
200814$433,535$56,421$14,105iApproximate average salary by contribution assumption: employee only about $352,631 at 4% or $235,088 at 6%; with 50% employer match about $235,088 at 4% or $156,725 at 6%; with 100% employer match about $176,316 at 4% or $117,544 at 6%.
Advantage Home Loans 401(K) Retirement Savings Plan-4$433,535$56,421$14,105iApproximate average salary by contribution assumption: employee only about $352,631 at 4% or $235,088 at 6%; with 50% employer match about $235,088 at 4% or $156,725 at 6%; with 100% employer match about $176,316 at 4% or $117,544 at 6%.
200714$541,732$112,217$28,054iApproximate average salary by contribution assumption: employee only about $701,356 at 4% or $467,571 at 6%; with 50% employer match about $467,571 at 4% or $311,714 at 6%; with 100% employer match about $350,678 at 4% or $233,785 at 6%.
Advantage Home Loans 401(K) Retirement Savings Plan-4$541,732$112,217$28,054iApproximate average salary by contribution assumption: employee only about $701,356 at 4% or $467,571 at 6%; with 50% employer match about $467,571 at 4% or $311,714 at 6%; with 100% employer match about $350,678 at 4% or $233,785 at 6%.
200615$424,950$104,649$20,930iApproximate average salary by contribution assumption: employee only about $523,245 at 4% or $348,830 at 6%; with 50% employer match about $348,830 at 4% or $232,553 at 6%; with 100% employer match about $261,623 at 4% or $174,415 at 6%.
Advantage Home Loans 401(K) Retirement Savings Plan-5$424,950$104,649$20,930iApproximate average salary by contribution assumption: employee only about $523,245 at 4% or $348,830 at 6%; with 50% employer match about $348,830 at 4% or $232,553 at 6%; with 100% employer match about $261,623 at 4% or $174,415 at 6%.
200513$301,018$92,290$30,763iApproximate average salary by contribution assumption: employee only about $769,083 at 4% or $512,722 at 6%; with 50% employer match about $512,722 at 4% or $341,815 at 6%; with 100% employer match about $384,542 at 4% or $256,361 at 6%.
Advantage Home Loans 401(K) Retirement Savings Plan-3$301,018$92,290$30,763iApproximate average salary by contribution assumption: employee only about $769,083 at 4% or $512,722 at 6%; with 50% employer match about $512,722 at 4% or $341,815 at 6%; with 100% employer match about $384,542 at 4% or $256,361 at 6%.
200413$193,645$96,771$32,257iApproximate average salary by contribution assumption: employee only about $806,425 at 4% or $537,617 at 6%; with 50% employer match about $537,617 at 4% or $358,411 at 6%; with 100% employer match about $403,213 at 4% or $268,808 at 6%.
Advantage Home Loans 401(K) Retirement Savings Plan-3$193,645$96,771$32,257iApproximate average salary by contribution assumption: employee only about $806,425 at 4% or $537,617 at 6%; with 50% employer match about $537,617 at 4% or $358,411 at 6%; with 100% employer match about $403,213 at 4% or $268,808 at 6%.
200313$89,600$88,244$29,415iApproximate average salary by contribution assumption: employee only about $735,367 at 4% or $490,244 at 6%; with 50% employer match about $490,244 at 4% or $326,830 at 6%; with 100% employer match about $367,683 at 4% or $245,122 at 6%.
Advantage Home Loans 401(K) Retirement Savings Plan-3$89,600$88,244$29,415iApproximate average salary by contribution assumption: employee only about $735,367 at 4% or $490,244 at 6%; with 50% employer match about $490,244 at 4% or $326,830 at 6%; with 100% employer match about $367,683 at 4% or $245,122 at 6%.